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Mid-level metro product role with domain-specific wealth management requirements, moderate competition.
High because role mandates wealth-management and financial-services domain expertise for product ownership.
High due to explicit years, mandatory wealth-management domain experience, and data governance/product ownership requirements.
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Own and govern participant data products covering entire investor lifecycle including leads, prospects, clients, households, relationships, onboarding, servicing, and offboarding.
Accountable for data quality, governance, adoption, and business value delivery on participant-related datasets, ensuring consistency across CRM and Wealth Management platforms.
Manage Agile delivery activities including backlog prioritization, sprint planning, defining business definitions, metadata, data quality, and regulatory compliance engagements.
Bachelor’s degree in Information Systems, Computer Science, Data Analytics, Finance, Business, or related field.
6–10+ years of experience in Wealth Management or Financial Services.
Experience in Data Product Ownership, Product Management, Data Governance, or Data Management.
Experience working in large enterprise environments and with Agile delivery process, Jira, data quality, metadata, and lineage practices.
Strong domain expertise in Wealth Management regulatory, supervisory, and compliance requirements related to participant data.
Experienced in cross-functional partnership with advisor, marketing, service, operations, compliance, risk, legal, and data governance teams in large enterprises.
Skilled in maintaining data product documentation such as product charters, data catalogs, glossaries, lineage, and managing data governance audits and KPIs.